LYELL WEALTH MANAGEMENT, LP: 13F holdings
CIK 16864442026Q2
| Positions | 232 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 232 (+16 vs prior quarter) |
|---|
| Reported value | $1.6bn (+19.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION COM | 576,081 | $115.3m | 7.1% |
| GOOG ALPHABET INC CAP STK CL C | 254,136 | $89.8m | 5.5% |
| GOOGL ALPHABET INC CAP STK CL A | 183,316 | $65.5m | 4.0% |
| PANW PALO ALTO NETWORKS INC COM | 173,721 | $59.2m | 3.6% |
| AAPL APPLE INC COM | 185,015 | $53.5m | 3.3% |
| SMH VANECK SEMICONDUCTOR ETF | 76,152 | $49.9m | 3.1% |
| AMZN AMAZON COM INC COM | 177,700 | $42.4m | 2.6% |
| AMD ADVANCED MICRO DEVICES INC COM | 69,499 | $40.4m | 2.5% |
| ASML HLDG NV N Y REGISTRY SHS | 19,930 | $39.6m | 2.4% |
| CAT CATERPILLAR INC COM | 36,103 | $38.4m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1686444")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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